---
title: "Programming References"
description: "Some report values, for example the numbers in a key figures table, are repeated in multiple places in reports. So that these only have to be updated in one place and are rounded immediately if applicable, references can be set. If a report value is also used elsewhere, only a reference to the Source value is set for this. The target value of the reference then no longer needs to be updated separately because changes to the source value will be transferred automatically to the target value by means of the reference."
source_url: https://support.lucanet.cloud/en/documentation/disclosure-management/work-with-msoffice/excel-files-disclmgmt/prog-references
language: en
last_updated: 2023-08-16
---
# Programming References

## Overview

Some report values, for example the numbers in a key figures table, are repeated in multiple places in reports. So that these only have to be updated in one place and are rounded immediately if applicable, **References** can be set. The use of references is recommended in the following cases, for example:

- If a report value is also used elsewhere, only a reference to the **Source value** is set for this. The **Target value** of the reference then no longer needs to be updated separately because changes to the source value will be transferred automatically to the target value by means of the reference.
- References can also be set for report values of other documents managed by Disclosure Management. Among other things, this can be used for quarterly reporting to link comparative periods in the balance sheet with figures already published in annual financial statements.

Disclosure Management provides the **Programming Assistant** for inserting report values in Excel files.

## Inserting References

References can be inserted in Excel files using the **Excel ribbon**. To create a reference, select a cell in the value column where you want the target value to be displayed. The reference can then be inserted using the **Programming Assistant**. Proceed as follows:

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Double-click a cell in a value column or programming column. The **Programming Assistant** will then be displayed in MS Excel.
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Open the **Reference Programming** tab:

'References Programming' tab of the Programming Assistant in MS Excel

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Configure the **Document**, **Chapter**, **Column**, and **Period** drop-down lists.
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If necessary, enter a character string in the **Filter** input field to filter the list of report values.
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In the **Name** column of the list of report values, activate the check box of the value that you want to carry over to the Excel file as a reference.
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Click **Adopt**.
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In the Excel ribbon, click **Check In** to apply the changes in Disclosure Management.

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{% info-box %}
References must be programmed separately for each cell. Even with programming columns that are on top of each other, the **#r\[name\]** entry in the programming column only ever applies to the cell that was selected when the assistant was called up.
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## Configuring References

The **Reference Programming** tab contains the various possible settings for selecting a source value. Detailed information for a reference, such as the name of the source value, the value, and the programming, is displayed in the **Preview** in the bottom area of the assistant.

The following options are available in the **Reference Programming** tab of the Programming Assistant:

| Function | Description |
|---------|---------|
| Document | Document where the report value (source value) for the reference is located |
| Chapter | Chapter in the source document where the report value for the reference is located |

#### Period

Period in the source document where the report value for the reference is located

#### Filter

Filter value for the report data displayed in the list of report values

#### Use extended decimals #rf

The abbreviation **DP** stands for decimal places. Activate the check box if the decimal places of the report values are not to be truncated. In this case, the source format of the report values will be used as the reference instead of the target format of the table.

#### List of report values

Once all the settings have been configured, a list will be displayed with all the report values that can be used as reference values.

##### Name

The **Name** column displays the content of the name column linked to the displayed report value.

In the **Name** column, activate the check box of the value that you want to carry over to the Excel file as a reference.

#### Preview

The selected report values are displayed here as a **preview** along with

- their Name (account/item numbers from the alias column),
- their Value,
- and the Programming in the programming column.

#### Clear

Clears the preview and, after clicking **Adopt**, clears the value and programming from the Excel file.

#### Adopt

Saves the new reference. By adopting the reference, the reference programming in the form **#r\[row number\]** is inserted in the corresponding cell of the programming column.

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To apply the changes in Disclosure Management, the Excel file must be subsequently checked in.
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